Clear Perspectives Financial Planning »

Consumer Staples Select Sect. SPDR shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $7.5k 100 74.71
2022-12-31 $7.5k 100 74.55
2022-09-30 $7.0k 100 70.00
2022-06-30 $7.0k 100 70.00
2022-03-31 $10k 131 76.34
2021-12-31 $10k 132 75.76
2021-09-30 $11k 165 66.67
2021-06-30 $12k 165 72.73
2021-03-31 $11k 165 66.67
2020-12-31 $320k 4.7k 67.51

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
Barclays
Morgan Stanley
Jpmorgan Chase & Co
Nissay Asset Management Corp
Ameriprise Financial
Wells Fargo & Company
Caisse de depot et placement du Quebec
Envestnet Asset Management
UBS Group
Harel Insurance Investments & Financial Services
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial

View all funds holding Consumer Staples Select Sect. SPDR